REAP Financial Group’s FIVE9 FIVN Stock Holding History

REAP Financial Group’s Portfolio FIVN Stock Details FIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-220	Closed	-$5.97K	–	524
2025 Q1	$5.97K	Buy	220 +104	+90%	+$3.81K	﹤0.01%	424
2024 Q4	$4.71K	Buy	+116	New	+$4.18K	﹤0.01%	447

Other funds holding FIVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Voss Capital Houston, Texas $1.88B AUM 1.03% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

REAP Financial Group's FIVN Position: Q2 2025 in Review

REAP Financial Group sold out of FIVE9 (FIVN) in Q2 2025, closing a stake of 220 shares — an estimated $5.97K sold.

REAP Financial Group first reported a position in FIVN in Q4 2024 and held it in 2 quarters. The position peaked at $5.97K in Q1 2025. 294 funds tracked by Wall St. Rank hold FIVN as of Q2 2025.

REAP Financial Group reported no remaining FIVE9 position as of Q2 2025 after selling out during the quarter.
REAP Financial Group sold 220 FIVE9 shares in Q2 2025, an estimated $5.97K.
REAP Financial Group first reported a position in FIVE9 in Q4 2024 and held it in 2 quarters.
REAP Financial Group's FIVE9 position peaked at $5.97K in Q1 2025.
294 funds tracked by Wall St. Rank held FIVE9 as of Q2 2025.

Based on REAP Financial Group's 13F filing for Q2 2025, filed 23 Jul 2025.